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User ACL (user access level)

You may assign user access roles under SETTINGS > USER SETTINGS > USERS. Here are the available roles and permissions….

PermissionAdminManagerSales RepRestricted Sales RepAccount Restricted Sales RepList Crea9on Restricted Sales RepList Reset Restricted Sales RepLimited Access Sales RepLead/ Account/ Opp/List Crea9on Restricted Sales RepSales Rep with Org Templates
SEARCHxxxxxxxxx
CREATE NEW CONTACTxxxxxxxxx
EDIT CONTACTBASED ON LAYOUT
ASSIGNED
BASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNE DBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNED
DELETE CONTACT
READ/VIEW CONTACTxxxxxxxxxx
CREATE NEW OPPORTUNITYxxxxxxx
EDIT OPPORTUNITYBASED ON LAYOUT
ASSIGNED
BASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNE DBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNED
DELETE OPPORTUNITY
READ/VIEW OPPORTUNITYxxxxxxxxxx
CREATE NEW LEADxxxxxxx
EDIT LEADBASED ON LAYOUT
ASSIGNED
BASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNE DBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNED
DELETE LEAD
READ/VIEW LEADxxxxxxxxxx
CREATE NEW ACCOUNTxxxxxx
EDIT ACCOUNTBASED ON LAYOUT
ASSIGNED
BASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNE DBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNED
DELETE ACCOUNT
READ/VIEW ACCOUNTxxxxxxxxxx
CREATE LISTxxxxxxx
PLAY LISTxxxxxxxxxx
EDIT LISTxxxxxxxxxx
REFRESH DYNAMIC LISTxxxxxxxxxx
RESET LISTxxxxxxxxx
EDIT CALL RESULT ON TIMELINExxxxxxxxxx
YOUR ORGANIZATIO N SETTINGSx
PHONE NUMBERSx
USER SETTINGSx
ACD QUEUESx
NOTIFICATION Sxxxxxxxxxx
PHONE SETTINGSxxxxxxxxxx
EMAIL SETTINGSxxxxxxxxxx
CREATE PERSONAL EMAIL TEMPLATESxxxxxxxxx
CREATE ORG LEVEL TEMPLATESxxx
AUDIO FILESx
RECORDINGSx
INTEGRATIONSx
MY PROFILExxxxxxxxxx
DASHBOARDSxxxxxxxxxx
TASKSxxxxxxxxxx
MONITORINGxx

Updated on August 1, 2019

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